Investment Q&A

Q: Wondering your thots on buying Berkshire B currently in view of how strong the stock price has been and if u would buy what level u wud be comfortable paying.

If a third of the company is Cash n one is paying something around 1.6 Book it is expensive Cash at today’s levels .. understandably one is buying management’s ability to deploy that Cash.


Over the past years what range of multiples has BRK.B traded at vs today’s comparable multiples?

Q: What a big drop today, any reason? Is that because the earning missing or Buffett is stepping down? What your advise for the future of Brk.B? Do you think Brk.b still go for buying or holding? Many thanks.

Q: Am thinking of selling either AMZN or BRK-B (both with a small loss) in exchange for AXON. In what order of preference would you put these for best long term growth?

Q: Hi Peter, interested in your short term and longer term thoughts on BRK since Warren's announcement that he the legend is passing the reins to Greg Abel this year while he (W) will maintain a more advisory role. We all knew it would come but lol though it's still rattling inc making many of us feel older as well. The stock will likely drop on this, especially when combined with the tepid quarter. How much of a premium is built in due to Warren vs if it was just another holding company. Greg Abel (from Edmonton) is obviously extremely capable and we love his humility, energy and endorsement but how will the market see this ? Where would you add ? Thank you.

Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?

Q: Hi Folks,
Looking at adding IFC or BRK.B to my TFSA account. May I have your opinion as to which one you would recommend if one is looking for growth and preservation of capital.
Thanks

Q: I am living in Canada now, and using $CAD most of the time. Due to the Tariff, I worry about the USD will be weak and CAD may become stronger in further. Therefore, I would like to sell 1/3 of BRK.B and covert to all CAD. Also, what kind of Canadian stocks should I buy, which able to have better return like BRK.B? Also, do you think the BRK.B is still able to strong under the Tariff situation. Would you please kindly advise.

Q: Appreciate your evaluation of this ETF (OMAH) and is it best to have it in a RIF? Thanks!

Q: We are down about 15% from the peak of the S&P 500. I have about 5% of my portfolio in USD cash to deploy. Would you advise going a fifth of my cash for every 3% further fall in the S&P 500? I have enough Google and Meta, but was looking at JPM and Apple. Any other US names you can suggest?

Q: What would be your top 10 US and Canadian stocks for a recession into 2028 with a 75% value ,25% growth protectionist portfolio strategy thanks

Q: Hi all,
This question is multi questions please deduct as many credits as you feel.
I’m struggling with the best strategy to start purchasing stocks into this correction. We have 15% cash to deploy. We own a lot of stocks across the 3 5i portfolio’s plus most of the Mag 7 and other outliers. Our portfolio has basically fallen inline with the major indexes of drops 5% each day on Thursday and Friday.

Option #1 start purchasing individual stocks hit hard across across sectors. But if say we buy SHOP and it drops another 20% do we buy more or pick another stock. With only having limited funds might be hard to prioritize and systematically deploy over a period of time.

Option #2 systematically purchase a group of index funds over the coming weeks to months depending on how everything unfold, This will capture many of our holdings.

If option #2 thinking XIC, XIT, SPY,QQQ and BRK or if you could please suggest a different mix?

Thanks so much and good luck everyone. This will pass!
Kerri

Q: Given the volatility of markets, I would like to purchase some small quantities of equities shares as I have some cash to invest. Which equities would you recommend, top 5 in Nasdaq, S&P 500, and TSX.

Best,
Neeraj

Q: In today’s and current turmoil what would be your favourite 5 Canadian and US Stocks to buy? Would you be averaging in over the next 6 to 12 months?

Thanks
Tim

Q: Hi Guys,

With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?

thanks

Jim

Q: In a recent answer there was a recommendation that BRK.B would be a solid growth stock for years to come. Just curious given the U.S./CAD exchange rate, what are the pros and cons to buy BRK.CA instead of BRK.B?

Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!

Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !

Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.

Q: Good Day,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,

Q: Hi Peter,

Please advice 3-5 stocks to invest in now… which should be safe in the long term (10+ years) and have the max potential for growth.
Stocks can be Canadian or US.

Thanks
Harry